Pairing your Phone Number will allow you to call your contacts directly from FreeAgent CRM. Your number will be used for all outgoing calls, however, calls from within FreeAgent CRM will not impact your phone bill.
Other benefits include calling your contacts with a single click, phone logs of all your calls, and the ability to take notes while you are on a call.
User Permissions: No special permission is needed to pair your phone.
In this tutorial, we will cover the following topics:
Navigate to Pair Phone
Open the Preferences menu by clicking on your username in the top right corner of the screen. This will open your profile menu. Click on 'Preferences' and then navigate to the 'Pair Phone' tab.
Pair Your Phone
Enter your phone number, including the area code. If you have an extension feel free to add it to the Extension field.
Note: Pair your Phone is only available for landlines and cellphone numbers.
Click the 'Verify Phone Number' button. You will receive a phone call to continue with the process where you will be prompted for the verification code.
Note: You will need to wait for the call to end after you enter the code for the pairing process to complete.
Your phone is now paired with FreeAgent CRM, you can unpair and pair a different number at any time. Just keep in mind that a phone number can only be paired to a single account.
Change Phone Number
If you have already paired a phone number, but you would like to change it, whether it is to a cellphone number or a landline, just click the 'Unpair' button and then start the pairing process with the new number.
